+61.9%
LIN vs WING
-34.0%
+95.9%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | 0.0% | -0.9% |
| 7D | -2.1% | -3.9% | +1.7% | -1.7% |
| 30D | -2.4% | -11.6% | +9.2% | -1.3% |
| 3M | -5.6% | -24.2% | +18.6% | -3.0% |
| 6M | -3.4% | -54.1% | +50.7% | +4.6% |
| YTD | +13.1% | -53.9% | +67.0% | +21.5% |
| 1Y | +2.5% | -64.4% | +66.8% | +13.3% |
| 3Y | +27.6% | -30.2% | +57.8% | +19.7% |
| All | +61.9% | -34.0% | +95.9% | +47.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded WING wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling